EdgeMarket › What Cva Family Office, Llc reported owning
What Cva Family Office, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
949.6MPositions
1,838Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FNDF Schwab Fundamental International Equity ETF | 66.1M | 7.0% | 1.4M | 55.84 | +32.1% |
| SCHD Schwab US Dividend Equity ETF | 58.6M | 6.2% | 1.9M | 35.11 | +27.6% |
| DFAU Dimensional US Core Equity Market ETF | 37.5M | 4.0% | 831.8K | 53.06 | +21.1% |
| VGT Vanguard Information Tech ETF | 36.8M | 3.9% | 52.8K | 118.42 | +38.5% |
| AVDE Avantis International Equity ETF | 36.5M | 3.8% | 429.7K | 94.26 | +22.4% |
| AVUS Avantis U.S. Equity ETF | 34.5M | 3.6% | 310.7K | 130.59 | +25.1% |
| IVV iShares Core S&P 500 ETF | 23.8M | 2.5% | 36.4K | 769.31 | +20.0% |
| DUHP Dimensional US High Profitability ETF | 23.3M | 2.5% | 634.0K | 42.41 | +15.6% |
| VOO Vanguard S&P 500 ETF | 21.5M | 2.3% | 35.9K | 703.71 | +20.0% |
| FNDE Schwab Fundamental Emerging Markets Equity ETF | 19.5M | 2.1% | 509.6K | 41.87 | +22.4% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 18.0M | 1.9% | 464.5K | 45.61 | +22.8% |
| AAPL Apple Inc. | 16.1M | 1.7% | 63.5K | 309.35 | +36.9% |
| BINC iShares Flexible Income Active ETF | 16.1M | 1.7% | 309.3K | 52.00 | -1.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 14.5M | 1.5% | 146.3K | 97.35 | -1.7% |
| NVDA NVIDIA CORP | 14.4M | 1.5% | 82.7K | 214.72 | +22.4% |
| DFAI Dimensional International Core Equity Market E | 13.7M | 1.4% | 351.2K | 43.35 | +21.1% |
| SCHX Schwab U.S. Large-Cap ETF | 13.1M | 1.4% | 511.9K | 30.21 | +19.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 13.0M | 1.4% | 40.7K | 378.24 | +20.5% |
| VEA Vanguard FTSE Developed Markets ETF | 12.9M | 1.4% | 200.5K | 73.42 | +24.7% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 12.6M | 1.3% | 433.5K | 35.32 | +17.3% |
| VIG Vanguard Div Appreciation ETF | 11.3M | 1.2% | 52.3K | 243.91 | +16.2% |
| GOOGL Alphabet Inc. | 11.1M | 1.2% | 38.6K | 344.82 | +73.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 10.7M | 1.1% | 18.5K | 713.44 | +26.1% |
| MSFT MICROSOFT CORP | 10.6M | 1.1% | 28.6K | 483.24 | -4.4% |
| DGRO iShares Core Dividend Growth ETF | 9.7M | 1.0% | 137.9K | 79.61 | +20.0% |
| SHV iShares 0-1 Year Treasury Bond ETF | 8.9M | 0.9% | 81.0K | 110.31 | -0.0% |
| VYM Vanguard High Dividend Yield ETF | 8.8M | 0.9% | 59.4K | 164.97 | +19.9% |
| JEPI JPMorgan Equity Premium Income ETF | 8.7M | 0.9% | 152.7K | 57.92 | +1.4% |
| SCHB Schwab U.S. Broad Market ETF | 7.5M | 0.8% | 298.4K | 29.61 | +20.4% |
| AVGO Broadcom Inc. | 7.4M | 0.8% | 23.9K | 368.45 | +26.5% |
| JMUB JPMorgan Municipal ETF | 7.2M | 0.8% | 144.6K | 49.69 | +0.5% |
| BBJP JPMorgan BetaBuilders Japan ETF | 7.0M | 0.7% | 101.4K | 76.87 | +16.8% |
| unmapped CUSIP 084670702 | 6.7M | 0.7% | 14.0K | — | — |
| DFUS Dimensional U.S. Equity Market ETF | 6.6M | 0.7% | 93.2K | 83.64 | +20.8% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 6.3M | 0.7% | 50.7K | 146.19 | +16.7% |
| VHT Vanguard Health Care ETF | 6.2M | 0.7% | 22.9K | 327.70 | +28.7% |
| AMZN AMAZON COM INC | 6.2M | 0.7% | 29.7K | 258.63 | +15.6% |
| AVUV Avantis U.S. Small Cap Value ETF | 6.0M | 0.6% | 53.9K | 126.45 | +33.2% |
| JTEK JPMorgan U.S. Tech Leaders ETF | 5.3M | 0.6% | 66.5K | 99.98 | +20.4% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 5.3M | 0.6% | 189.2K | 32.53 | +28.4% |
| SCHF Schwab International Equity ETF | 4.8M | 0.5% | 194.4K | 28.46 | +24.7% |
| DFIV Dimensional International Value ETF | 4.8M | 0.5% | 91.0K | 58.31 | +27.8% |
| IEFA iShares Core MSCI EAFE ETF | 4.6M | 0.5% | 50.6K | 100.85 | +16.8% |
| META Meta Platforms, Inc. | 4.5M | 0.5% | 7.8K | 549.90 | -26.5% |
| IJH iShares Core S&P Mid-Cap ETF | 4.4M | 0.5% | 64.5K | 76.77 | +20.8% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 4.1M | 0.4% | 28.1K | 168.17 | +25.4% |
| JPM JPMORGAN CHASE & CO | 4.0M | 0.4% | 13.7K | 351.58 | +20.3% |
| WMT Walmart Inc. | 3.9M | 0.4% | 31.0K | 103.70 | +1.1% |
| MTUM iShares MSCI USA Momentum Factor ETF | 3.8M | 0.4% | 15.8K | 305.17 | +25.7% |
| DFAE Dimensional Emerging Core Equity Market ETF | 3.6M | 0.4% | 107.1K | 39.49 | +32.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →